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Forge Global Holdings

52 hedge funds and large institutions have $41.6M invested in Forge Global Holdings in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+21
Holders Change %
+67.74%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
13
Reduced
6
Closed
7
Calls
$805K
Puts
$1.48M
Net Calls
-$673K
Net Calls Change
-$22.8M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$89K +$524 +20 +0.6%
ECM
27
ExodusPoint Capital Management
New York
$80K +$80K +3,056 New
GW
28
GW & Wade
Massachusetts
$69K +$69K +2,640 New
MWM
29
Meridian Wealth Management
Kentucky
$51K +$51K +1,933 New
SCI
30
S&CO Inc
Massachusetts
$51K +$51K +1,971 New
Walleye Capital
31
Walleye Capital
New York
$50K +$48.3K +1,851 +2,763%
CA
32
Clearstead Advisors
Ohio
$46K +$46K +1,756 New
Deutsche Bank
33
Deutsche Bank
Germany
$44K
Barclays
34
Barclays
United Kingdom
$44K +$44K +1,667 New
Two Sigma Investments
35
Two Sigma Investments
New York
$36K +$36K +1,374 New
Jane Street
36
Jane Street
New York
$32K +$32K +1,223 New
Simplex Trading
37
Simplex Trading
Illinois
$31K +$31K +1,199 New
HighTower Advisors
38
HighTower Advisors
Illinois
$25K -$57.4K -2,167 -70%
Squarepoint
39
Squarepoint
New York
$23K +$953 +37 +4%
TSS
40
Two Sigma Securities
New York
$23K +$23K +878 New
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$23K +$23K +880 New
Victory Capital Management
42
Victory Capital Management
Texas
$22K +$22K +830 New
TRCT
43
Tower Research Capital (TRC)
New York
$18K +$16.1K +616 +868%
CL
44
CSS LLC
Illinois
$17K -$8.49K -327 -33%
Morgan Stanley
45
Morgan Stanley
New York
$17K +$14.8K +580 +667%
LWCFA
46
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K +$16K +616 New
PCM
47
Penserra Capital Management
California
$5K -$4.74K -200 -49%
CG
48
Cutler Group
California
$5K +$342 +15 +7%
EPM
49
Equitec Proprietary Markets
Illinois
$5K +$5K +200 New
Osaic Holdings
50
Osaic Holdings
Arizona
$4K +$4K +153 New